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Connecting a planned expense to a transaction

Is it possible to connect a planned expense to the transactions that I receveive from my bank automatically?


I can only find the possibility to pay een planned expense, but the a manual booking is made within the transaction list.

Hope you can help me with this


1 Comment

Dear Raymond,


There is no way for doing this because what we suggest to our customers is to enable "auto-skip" feature in each Scheduled transaction's options. This way a Scheduled transaction can remain in your Scheduled transactions list, enhancing the forecast report, but would not produce duplicates and you don't need to worry about managing/linking those transactions once they are downloaded from Online Banking.

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